Financial advisor Donald (Don) K. Dearie has joined the Seventy2 Capital Wealth Management independent channel as vice president and financial advisor of his practice, the company announced today in a news release.
A spokesperson said that Dearie, formerly a senior financial advisor and vice president with the Lee Dearie Group at Merrill Lynch Wealth Management, brings a $60 million book of business to Seventy2 Capital.
Dearie provides investment solutions and advice to business owners and corporate executives in the government contracting industry, and to families seeking to efficiently transfer wealth to the next generation.
Founded in December 2016, Seventy2 Capital Wealth Management is an independent, private client practice with $1 billion in client assets under management.